vs
Post Holdings, Inc.（POST）とWaste Connections, Inc.（WCN）の財務データ比較。上の社名をクリックして会社を切り替えられます
Waste Connections, Inc.の直近四半期売上が大きい（$2.4B vs $2.2B、Post Holdings, Inc.の約1.1倍）。Waste Connections, Inc.の純利益率が高く（10.9% vs 4.5%、差は6.4%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 5.0%）。Waste Connections, Inc.の直近四半期フリーキャッシュフローが多い（$172.6M vs $119.3M）。過去8四半期でWaste Connections, Inc.の売上複合成長率が高い（7.0% vs 4.3%）
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
ウェイストコネクションズ・インクは北米の総合廃棄物サービス企業で、本社を米国テキサス州ウッドランズに置き、米国とカナダで事業を展開しています。主に固体廃棄物の収集、移送、処分、リサイクルサービスを提供し、北米第3位の廃棄物管理企業です。
POST vs WCN — 直接比較
売上が大きい
WCN
1.1倍大きい
$2.2B
売上成長率が高い
POST
+5.1%の差
5.0%
純利益率が高い
WCN
純利益率が6.4%高い
4.5%
フリーキャッシュフローが多い
WCN
FCF $53.3M多い
$119.3M
2年売上CAGRが高い
WCN
2年複合成長率
4.3%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.4B |
| 純利益 | $96.8M | $258.5M |
| 粗利率 | 29.4% | 42.5% |
| 営業利益率 | 11.0% | 17.7% |
| 純利益率 | 4.5% | 10.9% |
| 売上前年比 | 10.1% | 5.0% |
| 純利益前年比 | -14.6% | 231.9% |
| EPS（希薄化後） | $1.71 | $1.01 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上POSTWCN
| Q4 25 | $2.2B | $2.4B | ||
| Q3 25 | $2.2B | $2.5B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.3B | ||
| Q2 24 | $1.9B | $2.2B | ||
| Q1 24 | $2.0B | $2.1B |
純利益POSTWCN
| Q4 25 | $96.8M | $258.5M | ||
| Q3 25 | $51.0M | $286.3M | ||
| Q2 25 | $108.8M | $290.3M | ||
| Q1 25 | $62.6M | $241.5M | ||
| Q4 24 | $113.3M | $-196.0M | ||
| Q3 24 | $81.6M | $308.0M | ||
| Q2 24 | $99.8M | $275.5M | ||
| Q1 24 | $97.2M | $230.1M |
粗利率POSTWCN
| Q4 25 | 29.4% | 42.5% | ||
| Q3 25 | 26.8% | 42.8% | ||
| Q2 25 | 30.0% | 42.1% | ||
| Q1 25 | 28.0% | 42.0% | ||
| Q4 24 | 30.1% | 41.4% | ||
| Q3 24 | 28.6% | 42.5% | ||
| Q2 24 | 29.6% | 42.1% | ||
| Q1 24 | 29.0% | 41.1% |
営業利益率POSTWCN
| Q4 25 | 11.0% | 17.7% | ||
| Q3 25 | 7.5% | 17.9% | ||
| Q2 25 | 11.8% | 19.1% | ||
| Q1 25 | 9.3% | 17.5% | ||
| Q4 24 | 10.8% | -8.8% | ||
| Q3 24 | 9.5% | 20.3% | ||
| Q2 24 | 10.4% | 18.9% | ||
| Q1 24 | 9.5% | 17.7% |
純利益率POSTWCN
| Q4 25 | 4.5% | 10.9% | ||
| Q3 25 | 2.3% | 11.6% | ||
| Q2 25 | 5.5% | 12.1% | ||
| Q1 25 | 3.2% | 10.8% | ||
| Q4 24 | 5.7% | -8.7% | ||
| Q3 24 | 4.1% | 13.2% | ||
| Q2 24 | 5.1% | 12.3% | ||
| Q1 24 | 4.9% | 11.1% |
EPS（希薄化後）POSTWCN
| Q4 25 | $1.71 | $1.01 | ||
| Q3 25 | $0.91 | $1.11 | ||
| Q2 25 | $1.79 | $1.12 | ||
| Q1 25 | $1.03 | $0.93 | ||
| Q4 24 | $1.78 | $-0.76 | ||
| Q3 24 | $1.28 | $1.19 | ||
| Q2 24 | $1.53 | $1.07 | ||
| Q1 24 | $1.48 | $0.89 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $279.3M | $46.0M |
| 総負債低いほど良い | $7.5B | $8.8B |
| 株主資本純資産 | $3.5B | $8.2B |
| 総資産 | $13.0B | $21.1B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 1.07× |
8四半期トレンド — 暦四半期で整列
現金・短期投資POSTWCN
| Q4 25 | $279.3M | $46.0M | ||
| Q3 25 | $176.7M | $117.6M | ||
| Q2 25 | $1.1B | $110.2M | ||
| Q1 25 | $617.6M | $111.2M | ||
| Q4 24 | $872.9M | $62.4M | ||
| Q3 24 | $787.4M | $115.3M | ||
| Q2 24 | $333.8M | $78.7M | ||
| Q1 24 | $333.4M | $112.0M |
総負債POSTWCN
| Q4 25 | $7.5B | $8.8B | ||
| Q3 25 | $7.4B | $8.6B | ||
| Q2 25 | $7.3B | $8.3B | ||
| Q1 25 | $6.9B | $8.4B | ||
| Q4 24 | $6.9B | $8.1B | ||
| Q3 24 | $6.8B | $8.2B | ||
| Q2 24 | $6.4B | $7.7B | ||
| Q1 24 | $6.4B | $7.8B |
株主資本POSTWCN
| Q4 25 | $3.5B | $8.2B | ||
| Q3 25 | $3.8B | $8.1B | ||
| Q2 25 | $4.0B | $8.4B | ||
| Q1 25 | $3.8B | $8.0B | ||
| Q4 24 | $3.9B | $7.9B | ||
| Q3 24 | $4.1B | $8.3B | ||
| Q2 24 | $3.9B | $8.0B | ||
| Q1 24 | $4.0B | $7.8B |
総資産POSTWCN
| Q4 25 | $13.0B | $21.1B | ||
| Q3 25 | $13.5B | $20.8B | ||
| Q2 25 | $13.4B | $20.7B | ||
| Q1 25 | $12.8B | $20.3B | ||
| Q4 24 | $12.8B | $19.8B | ||
| Q3 24 | $12.9B | $20.1B | ||
| Q2 24 | $12.1B | $19.3B | ||
| Q1 24 | $12.2B | $19.1B |
負債/資本比率POSTWCN
| Q4 25 | 2.16× | 1.07× | ||
| Q3 25 | 1.98× | 1.07× | ||
| Q2 25 | 1.84× | 1.00× | ||
| Q1 25 | 1.81× | 1.05× | ||
| Q4 24 | 1.79× | 1.03× | ||
| Q3 24 | 1.67× | 0.99× | ||
| Q2 24 | 1.62× | 0.96× | ||
| Q1 24 | 1.61× | 1.00× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $235.7M | $556.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $172.6M |
| FCFマージンFCF / 売上 | 5.5% | 7.3% |
| 設備投資強度設備投資 / 売上 | 5.4% | 16.2% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 2.15× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $1.2B |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローPOSTWCN
| Q4 25 | $235.7M | $556.9M | ||
| Q3 25 | $301.3M | $677.4M | ||
| Q2 25 | $225.9M | $638.2M | ||
| Q1 25 | $160.7M | $541.5M | ||
| Q4 24 | $310.4M | $568.9M | ||
| Q3 24 | $235.4M | $558.3M | ||
| Q2 24 | $272.3M | $611.4M | ||
| Q1 24 | $249.6M | $490.3M |
フリーキャッシュフローPOSTWCN
| Q4 25 | $119.3M | $172.6M | ||
| Q3 25 | $151.6M | $380.3M | ||
| Q2 25 | $94.9M | $352.9M | ||
| Q1 25 | $70.2M | $329.1M | ||
| Q4 24 | $171.4M | $172.2M | ||
| Q3 24 | $96.2M | $286.2M | ||
| Q2 24 | $161.5M | $394.2M | ||
| Q1 24 | $150.9M | $320.4M |
FCFマージンPOSTWCN
| Q4 25 | 5.5% | 7.3% | ||
| Q3 25 | 6.7% | 15.5% | ||
| Q2 25 | 4.8% | 14.7% | ||
| Q1 25 | 3.6% | 14.8% | ||
| Q4 24 | 8.7% | 7.6% | ||
| Q3 24 | 4.8% | 12.2% | ||
| Q2 24 | 8.3% | 17.5% | ||
| Q1 24 | 7.5% | 15.5% |
設備投資強度POSTWCN
| Q4 25 | 5.4% | 16.2% | ||
| Q3 25 | 6.7% | 12.1% | ||
| Q2 25 | 6.6% | 11.9% | ||
| Q1 25 | 4.6% | 9.5% | ||
| Q4 24 | 7.0% | 17.6% | ||
| Q3 24 | 6.9% | 11.6% | ||
| Q2 24 | 5.7% | 9.7% | ||
| Q1 24 | 4.9% | 8.2% |
キャッシュ転換率POSTWCN
| Q4 25 | 2.43× | 2.15× | ||
| Q3 25 | 5.91× | 2.37× | ||
| Q2 25 | 2.08× | 2.20× | ||
| Q1 25 | 2.57× | 2.24× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 1.81× | ||
| Q2 24 | 2.73× | 2.22× | ||
| Q1 24 | 2.57× | 2.13× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
WCN
| Southern | $552.9M | 23% |
| Central | $450.9M | 19% |
| Landfill | $386.5M | 16% |
| Transfer | $370.6M | 16% |
| Other | $347.9M | 15% |
| Exploration And Production Waste Treatment Recovery And Disposal | $171.1M | 7% |
| Solid Waste Recycling | $51.2M | 2% |
| Intermodal And Other | $42.3M | 2% |
